Yes, to help you and your solicitor draft the wording for your legacy gift we have put together a will wording guide below for leaving a gift to the University of Brighton.
University of Brighton will wording guide
Information for your solicitor to include a gift to the University of Brighton in your will or codicil
Your solicitor is often best placed to write a new will or make amendments to your existing will. We therefore recommend passing this information to your solicitor when drafting the wording for leaving a gift to the University of Brighton in your will.
The following information covers the main types of legacy gifts that are most commonly bequeathed to the University of Brighton. If you or your solicitor require further specific information please contact our legacy officer using the contact details at the bottom of this guide.
To ensure the University of Brighton is a beneficiary
Please include the university’s full name and address: University of Brighton, a Higher Education Corporation whose principal offices are at Mithras House, Lewes Road, Brighton BN2 4AT.
a) Please also be sure to include a declaration that the receipt of the university secretary or other appropriate officer shall be sufficient to discharge the executors of your estate.
University of Brighton’s charitable status
a) The University of Brighton has charitable status for all UK tax purposes, including inheritance tax, and is an exempt charity under Schedule 3 of the Charities Act 2011; consequently it does not have a Registered Charity Number but has an HMRC number (HMRC number XR7098).
Specify the type of gift
For a pecuniary legacy – a gift of a fixed sum of money:
a) Indicate the specific amount of your cash gift.
b) Include the amount you would like to give in figures and in words.
c) To ensure your gift of a fixed sum will not devalue over time, please request that your solicitor relates it to the index figure in the Retail Price Index or to another official index.
For a residuary legacy – a gift of a proportion of your estate:
a) Indicate the specific percentage (%) of the residue of your estate (after testamentary expenses and debts) which you intend as a gift to the University of Brighton.
For specific gifts – a gift not in the form of money:
a) Provide a detailed description of the asset intended as a gift to the University of Brighton (eg details of shares or a property).
b) Indicate that if the asset bequeathed as a gift is sold during your lifetime, this gift shall take effect as a gift of the net proceeds of the sale.
If you have in mind a postponed reversionary gift,your solicitor will advise you on the information you need to include to ensure that the university will receive your gift after any lifetime benefits given to others.
Indicate the purpose of your gift
a) Indicate that your gift is intended for the general purposes of the University of Brighton with full power to expend capital as well as income. Also specify that you are happy for the University of Brighton to decide how to apply the funds.
b) Indicate any preferred purpose as discussed with the university’s legacy officer.
Adding a gift to an existing will (codicil)
You will need to include the same information in a codicil as in a will (as described above).
A codicil is a simple document which is an addition or supplement to an existing will. If your will is already written and you want to add a gift to the university, you can do so by adding a simple codicil. This is a good way to add another gift in your existing will without redrafting the whole will.
Please seek the advice of your solicitor before entering into a codicil and ensure any will or codicil you enter into is properly executed.
Legacy officer contact details
If you or your solicitor need more specific informationfor writing a gift in your will to the University of Brighton, please contact our legacy officer:
Tel: +44 (0)1273 878372
Postal: Philanthropy and Alumni Engagement Office
University of Brighton
154–155 Edward Street
If your solicitor requires more specific information, please ask them to contact our legacy officer.